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IYY vs SPMO: Differences, Returns & Fees

IYY and SPMO hold 31% of their weight in the same names, and SPMO returned +25.1% over the year. Net assets on Oct 9, 2026: $3.1bn for iShares Dow Jones U.S. ETF and $23.3bn for Invesco S&P 500 Momentum ETF.

SPMO costs 0.07 points a year less; their one-year returns differ by 8.3 points; SPMO is 7.6 times larger.

IYY vs SPMO: Differences, Returns & Fees
IYYSPMO
Expense ratio0.20%0.13%
Net assets$3.1bn$23.3bn
Total return, 1 year+16.8%+25.1%
What it tracksDow Jones U.S. IndexS&P 500 Momentum Index
Holdings in common31%
Holdings datedOct 9, 2026Oct 10, 2026
Top ten holdings, share of the fund36.4%50.9%
Below its high6.3%, high on Jun 22, 2026

Holdings in common uses holdings dated Oct 9, 2026.

+16.8%
IYY total return, 1 year
+25.1%
SPMO total return, 1 year
0.20%
IYY expense ratio
0.13%
SPMO expense ratio

What they hold in common

By the books each fund has filed, IYY and SPMO hold 31% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 9, 2026.

half

31% in common

Positions both hold, largest shared weight first
Holding IYY SPMO
APPLE 6.80% 9.11%
ALPHABET CLASS A 2.86% 4.93%
ALPHABET CLASS C 2.29% 3.96%
MICRON TECHNOLOGY 1.61% 9.20%
ADVANCED MICRO DEVICES 1.37% 5.61%
EXXONMOBIL HOLDINGS CORP 0.96% 3.16%
JOHNSON & JOHNSON 0.87% 4.46%
INTEL CORPORATION 0.72% 4.85%
CISCO SYSTEMS INC 0.65% 2.54%
APPLIED MATERIAL INC 0.56% 2.75%
LAM RESEARCH 0.55% 2.91%
CATERPILLAR INC 0.51% 1.99%
Only in IYY
NVIDIA 7.68%
MICROSOFT 5.50%
AMAZON.COM INC 3.56%
BROADCOM INC 2.38%
META PLATFORMS CLASS A 2.19%
TESLA INC 1.49%
BERKSHIRE HATHAWAY INC CLASS B 1.33%
ELI LILLY 1.31%
Only in SPMO
Invesco Government & Agency Portfolio 0.03%
SECURITIES LENDING - BNYM 0.00%

Check overlap with more funds →

On the same fields

IYY
iShares Dow Jones U.S. ETF
SPMO
Invesco S&P 500 Momentum ETF
Where it sits Stock ETF Stock ETF
Issuer iShares Invesco
What it is Tracks an index Tracks the S&P 500 Momentum
Total return, 1 year +16.8% +25.1%
Expense ratio 0.20% 0.13%
Already in the S&P 500 92.0% 100.0%
Holdings 941 101
Net assets $3.1bn $23.3bn

IYY and SPMO on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About IYY

IYY tracks an index. Over the year to Oct 9, 2026 it returned +16.8% with distributions reinvested. The prospectus expense ratio is 0.20% a year. By its holdings published by its issuer for Oct 9, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 941 positions, with the top ten at 36.4%.

About SPMO

SPMO tracks the S&P 500 Momentum. Over the year to Oct 9, 2026 it returned +25.1% with distributions reinvested. The prospectus expense ratio is 0.13% a year. By its holdings published by its issuer for Oct 10, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 101 positions, with the top ten at 50.9%. It sat 6.3% below its high of Jun 22, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, IYY or SPMO?
In the year to Oct 9, 2026, with distributions reinvested, IYY returned +16.8% and SPMO +25.1%.
Which is cheaper, IYY or SPMO?
SPMO is cheaper, by 0.07 percentage points a year. That is about $7 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IYY and SPMO overlap with the S&P 500?
By their latest filed holdings, 92% of IYY and 100% of SPMO by weight is stocks the S&P 500 already holds.
Other comparisons
IYY vs RDVYIYY vs SPHQDGRW vs IYYIYY vs SCHXFDMO vs SPMOFMTM vs SPMOSNPE vs SPMOBDYN vs SPMO
IYY on its own →SPMO on its own →Hold both: look the portfolio through →Rankings →Standards and sources →
Where these figures came from
IYY filings on SEC EDGAR ↗IYY prospectus with the expense ratio (SEC) ↗iShares page for IYY ↗SPMO filings on SEC EDGAR ↗SPMO prospectus with the expense ratio (SEC) ↗Invesco page for SPMO ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, IYY against SPMO, data as of Oct 9, 2026. https://etfiq.com/compare/any/iyy-vs-spmo

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.